Marshall Wace
TLT icon

Marshall Wace’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Marshall Wace’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.9M Sell
137,800
-388,300
-74% -$33.3M 0.01% 963
2026
Q1 		$45.6M Buy
526,100
+227,100
+76% +$20M 0.05% 393
2025
Q4 		$26.1M Sell
299,000
-43,800
-13% -$3.92M 0.02% 548
2025
Q3 		$30.6M Buy
342,800
+2,300
+0.7% +$201K 0.03% 486
2025
Q2 		$30M Buy
340,500
+151,300
+80% +$13.2M 0.03% 440
2025
Q1 		$17.2M Buy
189,200
+128,100
+210% +$11.4M 0.02% 557
2024
Q4 		$5.34M Sell
61,100
-66,100
-52% -$6.08M 0.01% 1027
2024
Q3 		$12.5M Sell
127,200
-118,200
-48% -$11.4M 0.02% 678
2024
Q2 		$22.5M Sell
245,400
-284,600
-54% -$25.9M 0.03% 462
2024
Q1 		$48.2M Sell
530,000
-4,072,800
-88% -$385M 0.07% 265
2023
Q4 		$455M Buy
4,602,800
+2,687,900
+140% +$243M 0.77% 14
2023
Q3 		$170M Buy
1,914,900
+1,071,200
+127% +$103M 0.34% 54
2023
Q2 		$86.9M Sell
843,700
-536,200
-39% -$55.6M 0.17% 128
2023
Q1 		$147M Buy
1,379,900
+762,300
+123% +$79.8M 0.31% 66
2022
Q4 		$61.5M Buy
+617,600
New +$62.2M 0.14% 162
2022
Q3 		– Sell
-396,700
Closed -$45.6M – 3793
2022
Q2 		$45.6M Buy
396,700
+271,400
+217% +$32M 0.09% 222
2022
Q1 		$16.6M Sell
125,300
-663,200
-84% -$91.5M 0.03% 570
2021
Q4 		$117M Buy
788,500
+306,000
+63% +$45.1M 0.22% 87
2021
Q3 		$69.6M Buy
+482,500
New +$71.6M 0.29% 53
2021
Q2 		– Sell
-318,700
Closed -$43.2M – 3092
2021
Q1 		$43.2M Buy
+318,700
New +$46.2M 0.2% 102
2020
Q4 		– Sell
-513,000
Closed -$81.1M – 2172
2020
Q3 		$81.1M Sell
513,000
-115,700
-18% -$19.2M 0.52% 33
2020
Q2 		$104M Buy
+628,700
New +$104M 0.73% 24
2020
Q1 		– Sell
-4,600
Closed -$662K – 2059
2019
Q4 		$662K Sell
4,600
-347,300
-99% -$48.3M ﹤0.01% 1079
2019
Q3 		$48M Buy
351,900
+285,600
+431% +$39.7M 0.38% 53
2019
Q2 		$9.45M Buy
+66,300
New +$8.42M 0.08% 294
2019
Q1 		– Sell
-30,000
Closed -$3.63M – 2057
2018
Q4 		$3.63M Buy
+30,000
New +$3.47M 0.04% 551

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Wace's TLT Position: Q2 2026 in Review

Marshall Wace opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 378,973 shares worth $32.8M. The stake represents 0.03% of the portfolio and ranks #527 among its holdings. This is a return to the name: Marshall Wace previously reported a position in TLT as recently as Q4 2025.

Marshall Wace first reported a position in TLT in Q3 2018 and has held it in 27 quarters since. The position peaked at $87.1M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Marshall Wace held 378,973 shares of iShares 20+ Year Treasury Bond ETF worth $32.8M as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new Marshall Wace position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.03% of Marshall Wace's portfolio in Q2 2026, its #527 holding.
  • Marshall Wace first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2018 and has held it in 27 quarters since.
  • Marshall Wace's iShares 20+ Year Treasury Bond ETF position peaked at $87.1M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.